What is Funnel CRM?

Funnel CRM is a sales tracking and CRM software. It focuses on making sure you can keep track of all your leads and deals and you won’t miss any crucial stage or detail during your sales process. It captures customer information automatically and provides you with a dedicated workspace to facilitate and manage your leads and deals outside your email inbox.
This tool is suitable for freelancers and small businesses that have websites with contact forms. Since it’s built for SMBs, it is packed with all the essential features without making the system complicated and bulky. Some examples of these include contact forms, customer tracking, deals tracking, optimized communication channels, and proposals. Funnel CRM offers plans to cater to the needs and budget of freelancers, SMBs and large companies' sales personnel.

Product Quality Score

Features

8.4

Ease of use

8.3

Customer support

8.1

Value for money

8.2

8.3

TOTAL SCORE

Funnel CRM features

Main features of Funnel CRM are:

Contact form

Lead tracking

Sales process management

Deal management

Contact management

Email templates

Professionally-designed proposals

Automated total calculation

Desired currency

WYSIWYG editor

Notes

Labeled deals according to sales process stage

Contact history

Gmail integration

Funnel CRM Benefits

Funnel CRM provides you with the tools you need to track your leads and manage your sales processes. These are the main benefits you’ll get from this software:

Creating contact forms with ease

Reading Funnel CRM reviews shows you that it simplifies the creation and integration of contact forms in your website. You only have to copy-paste a code snippet on your site to embed it in a web page; no coding or technical knowledge is necessary. But if you have HTML skills, you can also code your own form for more control over styling and markup.

Optimizing emails

If you are not into forms, you can opt to have a special email address by Funnel CRM. Customer’s messages are sent here and converted into deals. It also integrates with your Gmail or Google Apps account. It syncs messages and lets you reply right from Gmail where it will be sent in your Funnel thread so you don’t have to open multiple apps at once.

Managing deals, proposals, and contacts

Most Funnel CRM reviews also reveal that the tool separates work-related messages from your inbox in “deals” for inquiries about potential deals, services, and products. It also automates the entry of your customer information based on the forms they submitted so you don’t have to manually enter them. Furthermore, it takes care of professional-looking proposals with rich messages, quote and estimates, and images.

Awards Section

In our Funnel CRM reviews the software has been distinguished with our Great User Experience Award and Rising Star of 2018 Award.

Technical Specifications

Devices Supported

Web-based

iOS

Android

Customer types

Small business

Medium business

Enterprise

Customer Support Types

Phone

Online

Funnel CRM Integrations

The following Funnel CRM integrations are currently offered by the vendor: